T
$33.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-27-2012
- Office Locations
- 1
Office Locations
-- Edina MN
About Telos Solutions
Telos Solutions is an Edina, MN-based retail RIA providing financial and estate planning, insurance/life insurance guidance, and portfolio construction and asset allocation. Portfolios are implemented primarily with ETFs (majority of SMA assets) alongside mutual funds and U.S. government/agency bonds. Custodies with Charles Schwab and notes an entrepreneur client focus.
Team overview
-- AVG AGE
$33.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL JAMES LAUNER
President, Vice President
- CRD
- #6129521
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $33,041,850 | -- |
| Total | $33,041,850 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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